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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,695 | $183,627-39.2% | $155,602-28.2% | $145,978-23.5% |
| Participation rate | 57.1% | 82.7%-25.5pp | 78.2%-21.1pp | 80.3%-23.1pp |
| Annual return | 14.30% | 61.32%-47.0pp | 64.81%-50.5pp | 550.52%-536.2pp |
| Employer contribution / active EE | $2,670 | $5,316-49.8% | $4,675-42.9% | $4,662-42.7% |
| Participant deferral / active EE | $3,973 | $6,466-38.6% | $5,629-29.4% | $6,690-40.6% |
| Admin fee / account holder | $512 | $19,327-97.3% | $15,923-96.8% | $13,400-96.2% |